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Client Services Assistant

Cooper Parry Castle Donington

Job description

At Cooper Parry Wealth we want to be the best. We’re a mould-breaking, bold decision-making, award-taking team. And we want you to join us.

Have you just started your career in the Financial Planning industry? Or considering a career in this field perhaps – look no further.

Within this entry level role, we’ll support you in building foundations and teach you everything there is to know about the industry.

With this opportunity comes the chance to explore the different career paths available to you in the future depending on your strengths and aspirations; whether you wish to progress into a more senior client services role or go into paraplanning.

As a successful Financial Planning/ Client Services Assistant, you will support the Client Services Associate in the administration of client’s data and provide day to day administrative support to the team based from our East Midlands office.

What you’ll be up to…

• Management of prospects: working with the Relationship Managers to manage leads, coordinate initial meetings and prepare relevant documentation.

• Update and maintain client data on our back office system Xplan: keeping the information accurate, up to date and compliant.

• Review meeting preparation: prepare documents and obtain updates and valuations from providers.

• Sending and chasing Letters of Authority.

• General office administration: management of post, printing, booking meeting rooms etc.

• Supporting the wider Client Services team with any ad-hoc requests.

What we’re looking for…

The Client Services Assistant is an important role that sits in the heart of our team so to really pull it off you need to be/have:

• Someone that enjoys administration, organisation and working in a support role.

• A people person – you’ll be engaging with clients, providers and other team members.

• A team player – we help each other out and love a team social.

• Incredibly diligent – communicate and explain things simply and clearly.

• Very high attention to detail - we have slick, well-defined processes.

• Able to work well under pressure and organise a busy workload.

• Self-motivated to learn both on the job and through study. Ideally, we would like you to work towards the Diploma in Financial Planning as part of your career progression.

We are building a truly modern workplace culture... We’ve always believed in trusting our people to make the right decisions for themselves. From how you dress (our only rule is ‘wear something’) to when you work (we have no ‘core hours’) and how often you holiday (we have open holiday). We now give our people the opportunity to work flexibly, and potentially from anywhere, giving our people the trust and accountability to deliver to the required standards of their role. Play to your strengths, we say. Create a role you’re truly passionate about. Then, work flexibly to design a life that’s right for you.

What's in it for you... You’ll be joining one of the leading financial planning firms in the UK; not only are we the International Adviser’s Best Adviser Firm 2020, we’ve featured in the Top 25 Best Companies to Work For in the UK for 4 years straight.

Our reward package reflects the fact our people are at the heart of our culture. Why? Pretty simple really… if our people love working here then then they do amazing work.

Find out more about us here: https://www.cooperparrywealth.com/about-us

Job type
Permanent
Posted
2022-12-01T00:00:00

Skills

  • financial-planning
  • Client-services
  • Wealth
  • Entry-level
  • school-leaver